At LVM, we partner with a diverse group of clients who value thoughtful, long-term wealth management. Our clients often come to us during times of transition or growth, seeking guidance that blends financial expertise with personal attention.

 

We proudly serve:

• Retirees, widows, owers, and families navigating life changes

• Entrepreneurs, executives, and professionals managing complex wealth

• Multi-generational families seeking stewardship across generations

• Nonprofits, foundations, and retirement plans committed to mission-driven investing

 

What our clients have in common:

• A desire for a trusted advisor and customized planning

• Referrals from family, friends, and professional networks

• Portfolios that typically start at $1 million or more in investable assets

• Confidence in our experience, with over $1 billion in assets under management across more than 30 states